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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,114 | $209,336-91.8% | $197,124-91.3% | $137,256-87.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 25.36% | 48.09%-22.7pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,188 | $6,591-82.0% | $6,227-80.9% | $4,156-71.4% |
| Participant deferral / active EE | $4,558 | $9,614-52.6% | $9,135-50.1% | $6,407-28.9% |
| Admin fee / account holder | $238 | $17,308-98.6% | $16,298-98.5% | $12,270-98.1% |